Job Information

IFA Administrator/Sales Support - Leeds

A forward thinking Financial Planning firm with their Head Office in Leeds are looking to recruit a highly motivated IFA Administrator to join their team and provide support to current operations.

They are a well-established regional firm with offices around the country, and there is plenty of potential for progression.

Requirements:

• 2 Year+ in an IFA environment
• Previous experience supporting an Independent Financial Advisor
• Experience in back office systems such as; Avelo, Adviser Network, Intelliflo
• A minimum of CF1/FPC1/R01
• Ability to work accurately and in accordance with FCA regulation
• Experienced in processing new business as well as submitting illustrations and valuations
• Any knowledge of suitability report writing will be beneficial to this role


The company are keen to attract ambitious and committed individuals and are therefore able to offer study support to Chartered Financial Planner status.

With the growth of this company and their outstanding reputation, it is clear that the successful candidate will receive broad exposure to the market.

Starting Salary will be £22,000 - £28,000 dependant on experience

If you are interested and have relevant experience please apply within and one of our consultants will be in touch.